LeadConnector + SmartMatchApp
Update clients in SmartMatchApp when stages change in LeadConnector
When a lead changes stages in LeadConnector, this workflow immediately updates or creates a new client in SmartMatchApp. This streamlines your process, ensuring that client information stays consistent across both platforms. Now, tracking the lead progression and managing client details is error-free and efficient.
When a lead changes stages in LeadConnector, this workflow immediately updates or creates a new client in SmartMatchApp. This streamlines your process, ensuring that client information stays consistent across both platforms. Now, tracking the lead progression and managing client details is error-free and efficient.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create or Update Client
Create or Update a client.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
ObjectRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
